Daniel Price is responsible for implementing investment strategies and conducting due diligence on separate accounts, mutual funds, and ETFs. He joined the firm in 2006 from Charles Schwab where he was director of the Managed Account Research Center. He has been in the financial services industry since 1997.
Prior to Natixis, Daniel managed a team of analysts and provided research and consultative sales support to independent advisors as director of Charles Schwab’s Managed Account Research Center. He also contributed to manager selection and removal decisions as a member of Schwab’s Managed Account Select Investment Committee. Prior to Schwab, Daniel analyzed mutual funds and developed asset allocation recommendations for 401(k) participants at mPower, a web-based 401(k) advice provider, and held several positions at investment management firm Bailard Biehl & Kaiser.
Daniel received his BA in biology from Middlebury College and is FINRA Series 7 and 66 licensed. He holds both the Chartered Financial Analyst® and the Financial Risk Manager designations and is a member of the CFA Society of San Francisco.
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